Find a business

        More Info

        General Info
        What services does Prostatis Financial Advisors Group offer?Prostatis Financial Advisors Group offers retirement, tax, and estate planning services. They aim to grow, protect, and distribute their clients' wealth in the most tax-efficient manner both while they are alive and after they pass. They offer complete financial plans called Savvy Investor Retirement Summaries, which help their clients transition into retirement with peace of mind. The group also offers tax planning and preparation services, financial planning for life transitions such as education and retirement planning, insurance services such as life, health, and long-term care insurance, and estate planning to protect their clients' accumulated wealth. They believe in diversification and developing sensible, conservative long-term asset allocation strategies. Prostatis Financial Advisors Group also provides their clients with annual reviews and continual support for the rest of their life.
        Email
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        BBB Accredited businesses follow the BBB Standards for Trust and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

        BBB Rating and Accreditation information may be delayed up to a week.
        Extra Phones

        Phone: (410) 863-1043

        Fax: (410) 863-1043

        AKA

        Prostatis Financial Advisors Group, LLC

        Other Links

        http://prostatisfinancial.com

        https://prostatisfinancial.com

        https://prostatisfinancial.com/hanover

        Other Emails

        Categories
        Financial Planning Consultants, Estate Planning Attorneys, Financial Services, Investment Advisory Service, Investment Securities, Investments, Tax Return Preparation, Taxes-Consultants & Representatives

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (410) 863-1040

        Address: 7580 Buckingham Blvd Ste 180, Hanover, MD 21076

        Website: http://prostatisfinancial.com

        People Also Viewed